FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.62B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.7M
3
+$8.68M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.79M
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$6.97M

Top Sells

1
+$7.74M
2
+$4.46M
3
+$3.35M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.05M
5
UPS icon
United Parcel Service
UPS
+$1.91M

Sector Composition

1 Technology 29.66%
2 Financials 7.48%
3 Communication Services 5.52%
4 Healthcare 4.5%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.43%
22,171
+2,151
52
$11M 0.42%
247,647
-8,651
53
$11M 0.42%
55,990
-2,428
54
$10.8M 0.41%
67,550
-1,180
55
$10.7M 0.41%
42,735
-3,727
56
$10.6M 0.4%
36,082
+14,368
57
$10.1M 0.38%
242,354
-36,890
58
$9.92M 0.38%
22,615
-2,542
59
$9.64M 0.37%
49,578
-17,244
60
$9.6M 0.37%
201,961
-3,786
61
$9.37M 0.36%
81,390
+561
62
$8.62M 0.33%
47,317
-566
63
$8.11M 0.31%
16,223
-299
64
$7.97M 0.3%
39,152
-5,037
65
$7.94M 0.3%
112,168
-7,878
66
$7.45M 0.28%
50,940
+5,938
67
$7.37M 0.28%
66,811
+51,724
68
$7.33M 0.28%
309,531
-17,897
69
$6.89M 0.26%
69,408
-4,073
70
$6.75M 0.26%
210,536
+57,386
71
$6.2M 0.24%
475,147
+915
72
$5.91M 0.23%
10,640
+687
73
$5.45M 0.21%
49,459
+1,120
74
$4.98M 0.19%
6,333
+1,541
75
$4.96M 0.19%
7,544
+613
1 2
3
4 5